With NexJ’s Mutual Fund Wholesaling CRM solution fund wholesalers can track sales, service, and marketing activities at the advisor, branch and firm level. This drives improved collaboration and efficiency between team members to drive advisor loyalty and sales.
NexJ’s CRM for Fund Wholesaling provides several benefits to wholesalers including the ability to:
- Aggregate sales and asset data at the firm-, branch-, and advisor-level to target future sales, service, and marketing activities
- Manage Literature Distribution according to advisor profile, interests and sales history
- Collaboratively Manage Activities between inside/outside wholesalers including call plans, broker/dealer reviews, and events
- Dynamically Manage Sales Territories by automatically assigning coverage team roles for inside support and outside wholesaler sales coverage
- Automate Service Requests to ensure timely follow ups and instill advisor loyalty
